Team and invitations
Invite people to a workspace, understand invitation states, and manage team access safely.
Invite each person to the workspace with their own email address. Invitations keep human access auditable and avoid shared passwords.
Send an invitation
Open Settings → Team. If your role allows member management, enter the person's email and choose the appropriate role.
ReportPlane sends an invitation link. Depending on whether the recipient already has an account, the flow lets them sign in or set a password before joining.
Accept an invitation
The recipient opens the invitation link and follows the displayed steps. Invitation tokens are sensitive and time-limited; they should not be pasted into tickets or public chat.
After acceptance, the workspace appears in the recipient's account workspace list.
Choose the least powerful role
Assign the lowest role that supports the person's work. Reserve owner and administrator permissions for people who need workspace-wide control, invitations, or shared security-resource management.
Troubleshoot an invitation
If acceptance fails:
- confirm that the link is complete and has not expired;
- sign out of unrelated accounts before opening it again;
- check whether the invited email matches the signed-in account;
- ask a workspace administrator to create a fresh invitation.